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Automations

Rules that do the routine, and tell you what they did.

Triggers, conditions and actions with a full run history.

Why teams use automations

Routing

Assign new tickets to the right team or person by client, channel or keyword.

Auto-tagging

Tag tickets as they arrive so views and reports stay tidy.

Reminders

Nudge the owner when a ticket has waited too long.

Run log and dry run

Test a rule against recent tickets first, then see every run it makes.

How it works

1

Pick a trigger

Choose when the rule runs, such as a new ticket or a client reply.

2

Add conditions

Narrow it by client, channel, priority or tag.

3

Dry run

See which tickets the rule would have changed.

4

Switch it on

Rules start off. Turn each one on when you are ready.

Works with

Questions

Will rules send emails on their own?

No. Send actions are held for a person to review.

Can a rule trigger itself in a loop?

No. Rules include loop and reply protection.

How do I see what a rule did?

Every run is recorded in the rule’s run log.

Make next week realistic.

Set up in 10 minutes. Bring your team when you’re ready.